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Zynergy Retirement Planning’s SPDR Gold Trust GLD Stock Holding History

Zynergy Retirement Planning’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$324K Sell
880
-9
-1% -$3.73K 0.18% 22
2026
Q1 		$383K Sell
889
-28
-3% -$12.5K 0.23% 20
2025
Q4 		$363K Sell
917
-44
-5% -$16.8K 0.22% 20
2025
Q3 		$342K Sell
961
-31
-3% -$9.88K 0.22% 23
2025
Q2 		$302K Sell
992
-738
-43% -$223K 0.2% 22
2025
Q1 		$419K Sell
1,730
-383
-18% -$101K 0.3% 18
2024
Q4 		$514K Hold
2,113
– – 0.36% 17
2024
Q3 		$514K Buy
2,113
+307
+17% +$70.3K 0.36% 17
2024
Q2 		$388K Buy
+1,806
New +$391K 0.3% 20

Other funds holding GLD

MM
Marino Management Westport, Connecticut $480M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Zynergy Retirement Planning's GLD Position: Q2 2026 in Review

Zynergy Retirement Planning reduced its SPDR Gold Trust (GLD) stake by 1% in Q2 2026, selling an estimated $3.73K and leaving 880 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #22.

Zynergy Retirement Planning first reported a position in GLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $514K in Q4 2024. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Zynergy Retirement Planning held 880 shares of SPDR Gold Trust worth $324K as of Q2 2026.
  • Zynergy Retirement Planning sold 9 SPDR Gold Trust shares in Q2 2026, an estimated $3.73K.
  • SPDR Gold Trust made up 0.18% of Zynergy Retirement Planning's portfolio in Q2 2026, its #22 holding.
  • Zynergy Retirement Planning first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • Zynergy Retirement Planning's SPDR Gold Trust position peaked at $514K in Q4 2024.
  • 1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.